In this episode, Michael Beckerman interviews Ben Birnbaum, Partner, Keyframe Capital, about their focus on investing in large and complex projects in the built environment. They discuss the challenges of financing capital-intensive businesses in the climate and decarbonization space, as well as the need for scalable solutions in the industry. They also explore the potential for buildings to become power sources and the decarbonization of materials like cement and steel. Overall, they emphasize the importance of surrounding oneself with a knowledgeable team and staying informed about industry trends and developments.

Takeaways:

• Keyframe Capital focuses on investing in large and complex projects in the built environment
• Financing capital-intensive businesses in the climate and decarbonization space is a challenge
• Scalable solutions are needed in the industry to drive widespread adoption
• Buildings have the potential to become power sources and contribute to the energy transition
• Decarbonization of materials like cement and steel is an important area of focus
• Surrounding oneself with a knowledgeable team and staying informed is crucial in the industry